Geoffrey
Dougall

Wealth Advisors Nw

CRD#6014398
Investment Advisor
in Portland, OR

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About this Advisor

Geoffrey Dougall is a financial advisor based in Portland, Oregon, working with Wealth Advisors Nw. Geoffrey has previously held positions at Roi Financial, Dougall Conradie LLC, and Wealth Advisors Nw. Geoffrey is registered to provide services in California, Oregon, Texas, and Washington. Currently, Geoffrey is part of Wealth Advisors Nw, which operates out of Portland, Oregon. The firm has 9 offices and 8 employees. The firm manages assets totaling $264.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Wealth Advisors Nw includes asset-based and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9400 Sw Barnes Rd. Suite 309
Portland, OR 97225

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Wealth Advisors Nw Brokerage Details

Total Assets Under Management

$264,102,422

OR Average: $1,120,203,312
Total Number of Employees

8

OR Average: 50
Total Number of Accounts

1,121

OR Average: 1,309
Average Account Size

$235,595

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Geoffrey Dougall Work History

2016 - Present (9 years)

Wealth Advisors Nw

2006 - Present (19 years)

Dougall Conradie LLC

2012 - 2016 (4 years)

Roi Financial

2012 - 2016 (4 years)

Roi Financial

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Geoffrey Dougall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Advisors Nw

Britton Wellington
Portland, OR
Pieter Conradie
Portland, OR
Dirk Conradie
Portland, OR
Toby Wolfe
Portland, OR
Geoffrey Dougall
Portland, OR
Tyler Johnson
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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